Good Morning: This is a daily review of the stocks in your portfolio, updated on Thursday, July 17, 2025 at 7:15 AM (UTC). The data is lagged by ~1 day.


Summary Table

Charts

AAPL

AAPL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.1000728 -0.1454893 8999.272 1
Buy_Hold -0.0761385 -0.1113811 9355.830 1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AAPL Interactive

AMZN

AMZN Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0279145 0.0419080 10279.14 2
Buy_Hold 0.0625565 0.0946976 10759.26 1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
AMZN Interactive

BA

BA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3870003 0.6287476 13870.00 4
Buy_Hold 0.5227182 0.8720112 15450.27 1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BA Interactive

BABA

BABA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2268289 0.3564005 12268.29 3
Buy_Hold 0.1556821 0.2407944 11659.28 1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BABA Interactive

BYDDY

BYDDY Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.3894378 0.6330177 13894.38 4
Buy_Hold 0.2674340 0.4238836 13032.58 1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
BYDDY Interactive

COST

COST Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1622853 0.2513807 11622.85 5
Buy_Hold 0.0409659 0.0616956 10587.01 1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
COST Interactive

CRCL

CRCL Backtest 1yr
## [1] NA
## [1] NA
CRCL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRCL Interactive

CRWV

CRWV Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.000 0.00000 10000.00 0
Buy_Hold 2.576 75.65541 36676.92 1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
CRWV Interactive

EL

EL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1543478 0.2386590 11543.48 2
Buy_Hold 0.3029710 0.4838226 13464.24 1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
EL Interactive

ELF

ELF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0893756 -0.1302994 9106.244 1
Buy_Hold -0.0651331 -0.0955505 9842.177 1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
ELF Interactive

GELYF

GELYF Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2834225 0.4507501 12834.23 2
Buy_Hold 0.2393617 0.3771140 12663.04 1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GELYF Interactive

GLD

GLD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0000000 0.0000000 10000.00 0
Buy_Hold 0.2347687 0.3695111 12415.32 1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GLD Interactive

GOOGL

GOOGL Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0344591 -0.0509454 9655.409 1
Buy_Hold 0.0122822 0.0183694 10313.398 1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
GOOGL Interactive

JPM

JPM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1152636 0.1766460 11152.64 2
Buy_Hold 0.2091548 0.3273662 11689.98 1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
JPM Interactive

MSFT

MSFT Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0474003 0.071496 10474.00 2
Buy_Hold 0.1884917 0.293685 12001.99 1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
MSFT Interactive

NBIS

NBIS Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.8103621 1.423038 18103.62 4
Buy_Hold 1.5778530 3.104280 27940.25 1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NBIS Interactive

NET

NET Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0413862 0.0623347 10413.86 2
Buy_Hold 0.9842148 1.7780606 20003.16 1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NET Interactive

NVDA

NVDA Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0935063 0.1425819 10935.06 2
Buy_Hold 0.1510612 0.2334039 11706.40 1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
NVDA Interactive

O

O Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1034156 0.1580554 11034.156 2
Buy_Hold 0.0072721 0.0108629 9916.187 1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
O Interactive

QQQ

QQQ Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0580855 0.0878362 10580.85 4
Buy_Hold 0.0851930 0.1296537 10961.64 1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQ Interactive

QQQM

QQQM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0579287 0.0875958 10579.29 4
Buy_Hold 0.0854979 0.1301271 10962.87 1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
QQQM Interactive

SCHD

SCHD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.0260398 -0.0385791 9739.602 1
Buy_Hold -0.0684884 -0.1003867 9254.296 1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
SCHD Interactive

TCMD

TCMD Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy -0.4271504 -0.5642790 5728.496 1
Buy_Hold -0.3582432 -0.4838625 6714.678 1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TCMD Interactive

TSM

TSM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.2142091 0.3356481 12142.09 1
Buy_Hold 0.1807744 0.2811791 12101.27 1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
TSM Interactive

V

V Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1101962 0.1686828 11101.96 3
Buy_Hold 0.1442119 0.2224762 11378.86 1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
V Interactive

VDADX

VDADX Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0651552 0.0986922 10651.55 2
Buy_Hold 0.0186335 0.0279116 10186.33 1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDADX Interactive

VDE

VDE Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0974436 0.1487219 10974.436 4
Buy_Hold -0.0754861 -0.1104452 9216.913 1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VDE Interactive

VOO

VOO Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.1093384 0.1673366 11093.38 4
Buy_Hold 0.0478694 0.0722117 10523.09 1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VOO Interactive

VUG

VUG Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0564442 0.0853209 10564.44 4
Buy_Hold 0.0958520 0.1462387 11076.24 1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VUG Interactive

VYM

VYM Backtest 1yr
Performance Comparison
Total_Return Annualized_Return Final_Capital Number_of_Trades
Strategy 0.0363874 0.0547400 10363.87 2
Buy_Hold 0.0176810 0.0264787 10118.46 1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
VYM Interactive